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JANA Partners Management, LP

Q1 2026 13F Holdings

  • Location
    new york, NY
  • Num holdings

    10

  • Value ($000)

    $1,605,977

  • Date Filed
    05/15/2026
  • Form type
    13F-HR
  • CIK
    0001998597
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
M
MRCY

MERCURY SYS INC

COM
589378108
$299.47M
19 %

4,107,424

C
COO

COOPER COS INC

COM
216648501
$254.91M
16 %

3,565,158

F
FI

FISERV INC

COM
337738108
$247.51M
15 %

4,435,605

S
SPY

STATE STR SPDR S&P 500 ETF T

TR UNIT
78462F103
$223.5M
14 %

343,665

L
LW

LAMB WESTON HLDGS INC

COM
513272104
$211.66M
13 %

5,008,635

M
MKL

MARKEL GROUP INC

COM
570535104
$144.14M
9 %

75,307

A
ALKT

ALKAMI TECHNOLOGY INC

COM
01644J108
$85.11M
5 %

5,431,388

F
FUN

SIX FLAGS ENTERTAINMENT CORP

COM
83001C108
$73.06M
5 %

4,116,099

R
RPD

RAPID7 INC

COM
753422104
$37.16M
2 %

6,743,653

E
EHAB

ENHABIT INC

COM
29332G102
$29.45M
2 %

2,090,412

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